I was expecting a little more on the revenue front and on the profit but it's great to see the cash and debt levels going the right way. |
Well done chaps. Nice update. I was right about the extra costs in UK thanks to our wonderful government but overall still a very good value stock. |
Looks like Jan was a good month of activations, maybe much better than last year.
Hopefully the trading update will confirm as much. |
Agreed Roley, new venues and lots of activations, let's hope the TU reflects our enthusiasm |
I do feel that maybe now is the time to add to my holding.
Lot's of news to come and my guess is the trading update should be positive?
There is clearly a buyer in the market last couple of days but the MM's seem short...
The RSP showing 90.75p bid for 7,500 with more behind versus an offer of 100 shares at 94.9991p. |
I never bought back but just noticed it looks very good today.
Loads of little buys and it appears a overhang has cleared as the last buy paid a 2 premium and it's 3 v 1 on L2 too
edit 500 buy took out the 90p and 95p paid on AQSE |
330k spent on social security costs in FY24. Let's round up to 2% increase from the NI raise and the threshold reduction. Additional 7k in wage costs on FY24 levels - 57 FTE inc 6 directorsHappy to hear more accurate calculations. |
It's a seasonal business now, events boost earnings but not as much as continued footfall at venues.NI will hurt a little, but will be passed on |
Only holding to use for tax purposes as they appear destined to never regain the previous highs of yesterday year.
2025 will be challenging, no World Cup or Olympics to boast activity and the additional NI will hurt them as well as others.
Unless the economy picks up significantly they are a takeover target only. |
What about the national insurance and wages increases in UK, that would be the only thing putting me off, seen a few stocks say it's affected their margins a lot. |
It would seem that 2024 has been very positive for SAL.
The 1st half was nicely up on its equivalent period in 2023... with £2.929m of revenues
I am now expecting the 2nd half to be ahead of forecast given the level of social media posting with venues, activations and high profile brands coming through across the festive season.
MCap with the shares at 82.125p is just £1,603,045...
Simply too low but what do I know? |
From my view the following is absolutely possibleH1-24 £3m (54 posts / 11 Activate)eH2-24 £4.52m +50% as booking growth H2 (108 posts / 10 Activate)??eFY24 £7.5m +15% revenue beatMCAP £1.6mIf the higher margin RUPU has been a success (and every indicator suggests this) PBT could also surprise.They've got more venues, more staff and more activations |
https://www.linkedin.com/posts/kyle-braithwaite-72bb7853_rockupandpopup-popupshop-popupretail-ugcPost-7275537783966892033-yT84?utm_source=share&utm_medium=member_desktop |
Interesting point. Why do the company not post any social media with regards their European expansion?
One can only ask... |
Would be good to see more social posts although that doesn't cover Germany and the rest of the European locations, do you have any insights there Roley ? |
Good point hatfull... I should just stop posting and go enjoy the run up to Christmas.
Oh well, here is to the trading update in February assuming the company choose to deliver one. |
Not expecting any news until the trading update in the middle of Feb. Could drift further. |
Stop posting then :-) |
I feel that every time I post the share price falls a little more.
Currently 80.55 - 84.75p
Valuation now at £1,613,292...
Looking priced to fail now. |
And all at a company valued at just £1,678,195...
with the share price at 85 - 86.95p. |
I do get the feeling that Spaceandpeople are ramping up nicely this year and 2025 is going to be one very big year... |
Kings Cross station and Press The Button... |
SAL are hiring again |
More selling |
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